Four Tips for Increasing Your Generosity in Retirement

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Retirement should be a time of great fulfillment; an opportunity to live the most gratifying life possible, enjoying all that you worked so hard to achieve. For many retirees, charitable giving offers an especially meaningful way to utilize your assets and support organizations and causes you care about. Of course, it’s important to be smart […]

Kathy Longo Recognized as One of Money’s Best Financial Planners of 2024

Honored for High Marks in Qualifications, Trust, Services, and Customer Service

We’re proud to announce that Kathy Longo has been named one of Money’s Best Financial Planners for 2024. This recognition highlights her dedication to providing personalized financial advice and building lasting relationships with her clients.

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